PowerPoint & Pitchbooks (2024)

Beyond financial modeling and analysis, designing and creating pitchbooks using PowerPoint is a necessary skill at most companies and banks.

Learn how to design impactful presentations
Master advanced PowerPoint functionality
Design great-looking tables, charts, and graphs

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Corporate Finance Institute

PowerPoint & Pitchbooks

Overview
What You'll Learn
Career Programs
What Students Say
FAQ

Overview

Recommended Prep Courses

These preparatory courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge before enrolling in this course:

Introduction to 3-Statement Modeling
Introduction to Business Valuation

Powerpoint & Pitchbook Course Overview

Learn the most advanced functions, tips, and best practices for presentation design to be a distinguished PowerPoint user. This tutorial is designed specifically for financial analysts who need to create PowerPoint presentations, mainly in the form of pitchbooks. This is a classic skillset for Analysts who need to make world-class presentations.This advanced PowerPoint tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research, and FP&A. By watching the instructor build the pitchbook right on your screen, you can easily pause, rewatch, and repeat exercises until you’ve mastered them.

Contents of the PowerPoint & Pitchbook Course

This Investment Banking PowerPoint crash course starts with a classic example of a “bad” presentation and quickly dives into using PowerPoint functions to improve the presentation to systematically make it “good”.This course focuses on two types of presentations: distributed presentations, where the presentation is printed or distributed electronically, and live presentations, with a speech accompanying the presentation.The main content covered in the pitchbook section includes:

Theme colors
Slide master
Gridlines and guides
Formatting text boxes
Formatting shapes and lines
Inserting tables and charts from Excel
Alignment
Creating a timeline

The main content covered in the live presentation section includes:

Inserting a background picture
Inserting a color filter
Crop images to shapes
Icons and transparent logs
Slide transitions
Animation

What am I going to get from this advanced PowerPoint tutorial course?

Learn everything you need to be a world-class financial analyst
Learn how to make world-class presentations from scratch
Master advanced functions in PowerPoint
Create beautiful presentations, including beautiful tables, charts, and graphs
Easy to follow video-based tutorials and lessons

For further CPE information, please read before purchasing:https://corporatefinanceinstitute.com/about/cpe-information/Register now for our PowerPoint tutorial course and become a power user! For anyone working in investment banking, equity research, corporate development, financial planning and analysis (FP&A), this class will give you the confidence you need to be a leader in performing financial analysis at your organization.

PowerPoint & Pitchbooks

Led byTim Vipond

Level 2

Approx 7.5h to complete

100% online and self-paced

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What you'll learn

Lesson

PowerPoint Introduction

Enjoy a Free Preview Free Preview Course introduction Free Preview Key learning objectives Free Preview Downloadable content Preview of final product Free Preview Why presentations matter Free Preview Case studies Free Preview End of Free Preview Free Preview

Layout Overview

Layout overview objectives Sections of PowerPoint Ribbon overview Interactive exercise 1

Design Principles

Design principles objectives Sections of a pitchbook Style Structure Timeline Interactive exercise 2

PowerPoint Setup & Functions

Downloadable content Pitchbook case overview Slide size Theme colors Introduction to slide master Setting up guides Formatting a line Formatting a placeholder/text box Formatting title slide Applying master layout to slides Interactive exercise 3

Formatting Tips

Formatting tips objectives Inserting section divider Overview of company overview Formatting heading bars Formatting tables Inserting table from Excel Inserting Chart from Excel Interactive exercise 4 Alignment Creating a timeline Duplicating the timeline Overview of valuation summary Formatting valuation summary Interactive exercise 5 Formatting exercise Company overview section Industry overview section Valuation section Transaction opportunities section Team overview section Executive summary Table of contents Finishing touches Interactive exercise 6 Review of pitchbook Download complete pitchbook

Live Presentations

Downloadable content Live presentation objectives Draft Overview of investor pitch deck Inserting a background picture and colour Filter Crop to shape Icons and transparent logos Transitions Animations Review of investor pitch deck Interactive exercise 7 Download complete investor pitch deck

PowerPoint Tutorial Wrap Up

Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills LearnedFinancial modeling and valuation, sensitivity analysis, strategy
Career PrepInvestment banking and equity research, FP&A, corporate development

Learn More

Business Essentials Certificate

Skills LearnedMicrosoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
Career PrepSales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills

Learn More

What Our Members Say

Very intensive, extensive and comprehensive.

Added value to my career and personal knowledge

Abel Joshua Chinaza

Learning has never been so easy!

World-class content at CFI

Ibrahim Nasser

Awesome

The content of this course is great and the method of teaching is excellent.

Olabisi Ola

Awesome

Very interesting and highly recommended for every financial analyst

Agwaniru Nzubechukwu

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.